Workflows fire when their trigger fires. Tormano supports these trigger types:
Record event triggers
Fire when records change:
- Record created - a Contact, Deal, Donation, etc. is created.
- Record updated - any field on the record changes.
- Field changed - a specific field changes (e.g. "Lifecycle changes to Donor").
- Stage changed - a deal (or fundraising) stage changes.
- Form submitted - a web form or donation form is submitted.
Scheduled / time triggers
Fire on a schedule or a date relative to record data:
- Scheduled - a cron-style recurring schedule (e.g. every day at 9am org time), useful for fiscal-year resets and recurring digests.
- Date-based - relative to a date field, e.g. "30 days after a contact's last activity" or "7 days before a grant deadline".
Other triggers
- Email event - an email interaction (such as an open or click) occurs.
- Manual - you run the workflow on a record by hand.
There is no "record deleted" trigger and no inbound-webhook trigger - a webhook is an action a workflow can take, not something that starts one.
One trigger per workflow
Each workflow has exactly one trigger. To fire on multiple events, build multiple workflows.